IT Financial Analyst

IT Financial Analyst

Location:

1901 Chestnut Ave

Glenview, Illinois, 60025

United States

Category:

Information Technology

Date Needed by:

3/9/2026

Primary Duties and Responsibilities:

You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are good at what you do, you will have a career at Wespath Benefits and Investments. Join our team in Information Technology, and if you like, teams such as our DEI Council or our Green Team on environmental sustainability – and make an impact through your work!

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

Wespath, recognized as a 2017-2025 Chicago’s Best and Brightest Companies to Work For® and a 2018-2025 National Best and Brightest Companies to Work For®, has an opportunity for a IT Financial Analyst that supports administration, analysis, vendor contract management, invoice processing, and budgeting for the Information Technology Department. The analyst also ensures compliance with software licensing terms, renewals, and maintenance.

More specifically, as the IT Financial Analyst you will have the following key responsibilities:

• Collaborate with key business partners (IT and non-IT) to obtain supporting information for building the budget for both operating and capital expenditures.
• Develop an accurate understanding of actual financial expenses and how they impact variances to budget and forecast.
• Provide timely, relevant, and accurate reporting & analysis of the results of IT’s performance against historical, budgeted, and forecasted results to facilitate decision-making toward the achievement of the budget and forecast.
• Procure hardware, software, and supplies as needed by the IT department through approved vendor relationships.
• Ensure compliance with software licensing terms, renewals, and maintenance.
• Provide timely and effective Purchase Order and Invoice processing support to the IT department managers, ensuring proper coding to support financial reporting for project costing and departmental operations.
• Resolve invoice discrepancies with vendors.
• Manage IT vendor contracts - tracking end dates and renewal notice / terms.
• Manage IT software licensing and ensure licensing is kept current based on what is in use.
• Deliver ad hoc reports, analysis and projects as needed.
• Perform other duties as assigned by management.

IT Financial Analyst Benefits and Compensation:

• Choose the medical, dental, vision, and well-being benefits that best fit your needs from day one.
• 8% employer contribution to retirement plan with an additional match up to 2% on day one.
• 22 days of PTO 12 paid holidays.
• Hybrid working arrangement.
• The compensation range for this position is $95,000 - $105,000 with a bonus opportunity and customary benefits. Final compensation will be set based on the hired applicant’s qualifications (education, training, and/or experience related to this role), and as such, may fall outside the range shown.

#LI-CW1 #LI-hybrid

Minimum Requirements/Qualifications:

• Bachelor’s Degree in Finance, Accounting, or related field.
• 2 years of experience in general finance and accounting areas.
• Expert proficiency in Microsoft Word, Excel, and PowerPoint.

Preferred Qualifications

• Direct experience in financial planning, analysis, and budgeting.
• Experience with Excel-based models or reporting systems.
• Experience working in Information Technology providing financial support.

Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.PDN-a0ef047e-8f9d-4a4d-93fe-c22312d39363